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State Street SPDR S&P 600 Small Cap Value ETF

481 hedge funds and large institutions have $2.27B invested in State Street SPDR S&P 600 Small Cap Value ETF in 2023 Q3 according to their latest regulatory filings, with 32 funds opening new positions, 188 increasing their positions, 184 reducing their positions, and 43 closing their positions.

New
Increased
Maintained
Reduced
Closed

6,200% more call options, than puts

Call options by funds: $441K | Put options by funds: $7K

2% more repeat investments, than reductions

Existing positions increased: 188 | Existing positions reduced: 184

0.19% less ownership

Funds ownership: 62.89%62.7% (-0.19%)

3% less funds holding

Funds holding: 498481 (-17)

6% less capital invested

Capital invested by funds: $2.4B → $2.27B (-$133M)

11% less funds holding in top 10

Funds holding in top 10: 3834 (-4)

26% less first-time investments, than exits

New positions opened: 32 | Existing positions closed: 43

Holders
481
Holders Change
-17
Holders Change %
-3.41%
% of All Funds
7.63%
Holding in Top 10
34
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-10.53%
% of All Funds
0.54%
New
32
Increased
188
Reduced
184
Closed
43
Calls
$441K
Puts
$7K
Net Calls
+$434K
Net Calls Change
-$284K
Name Holding Trade Value Shares
Change
Change in
Stake
Bank of America
1
Bank of America
North Carolina
$130M +$2.85M +36,878 +2%
LPL Financial
2
LPL Financial
California
$121M +$1.82M +23,535 +1%
Financial Engines Advisors
3
Financial Engines Advisors
California
$97.2M -$552K -7,149 -0.5%
Ameriprise
4
Ameriprise
Minnesota
$94.3M +$29.6M +383,206 +42%
FCI
5
Financial Counselors Inc
Kansas
$70.9M +$2.86M +37,056 +4%
CFS
6
Cannon Financial Strategists
Georgia
$59.2M +$3.56M +46,130 +6%
GIM
7
Goelzer Investment Management
Indiana
$57.7M +$190K +2,459 +0.3%
Cerity Partners
8
Cerity Partners
New York
$53.1M -$447K -5,788 -0.8%
MPWT
9
MassMutual Private Wealth & Trust
Connecticut
$48.2M +$2.44M +31,551 +5%
FPIS
10
Financial Planning & Information Services
Wisconsin
$45.5M -$628K -8,126 -1%
Creative Planning
11
Creative Planning
Kansas
$39.1M -$496K -6,417 -1%
MIS
12
Morningstar Investment Services
Illinois
$36.8M -$7.52M -97,305 -16%
Commonwealth Equity Services
13
Commonwealth Equity Services
Massachusetts
$32.7M -$202K -2,614 -0.6%
NP
14
NorthRock Partners
Minnesota
$28M -$447K -5,781 -1%
Wells Fargo
15
Wells Fargo
California
$26.3M +$3.08M +39,838 +12%
EH
16
Equitable Holdings
New York
$26.3M -$340K -4,399 -1%
Envestnet Asset Management
17
Envestnet Asset Management
Illinois
$25.4M -$3.88M -50,174 -12%
TC
18
TownSquare Capital
Utah
$24.7M +$257K +3,329 +1%
EK
19
Evensky & Katz
Florida
$23.2M -$259K -3,354 -1%
Wealth Enhancement Advisory Services
20
Wealth Enhancement Advisory Services
Minnesota
$22.5M +$13.4M +173,004 +125%
TC
21
Trilogy Capital
California
$22M +$1.65M +21,384 +8%
APP
22
Avantax Planning Partners
Iowa
$21.5M +$345K +4,465 +2%
Morgan Stanley
23
Morgan Stanley
New York
$21M -$2.94M -38,050 -12%
AFA
24
American Financial Advisors
Georgia
$20.5M -$152K -1,969 -0.7%
DJFS
25
Dean Jacobson Financial Services
Texas
$20.3M +$21.7M +280,272 New